Susan Wellman

Business Development Executive, Financial Advisor, Account Executive

Role: Financial Advisor at Primerica
Location: Bloomfield Hills, MI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Susan Wellman

Mortgage Account Executive at United Wholesale Mortgage (UWM)| Business Development Leader Transforming the Mortgage Lending ExperienceLeveraging a robust background in healthcare business development, I\'ve transitioned my relationship-building and strategic growth expertise to the mortgage industry. My career is defined by a passion for simplifying complex processes and empowering professionals through innovative technology.[8]Key Professional Strengths:Strategic Relationship BuildingTechnology-Driven SolutionsProcess OptimizationMarket Expansion StrategiesIn the mortgage industry, I\'m committed to:Helping independent mortgage brokers grow their businessesUtilizing cutting-edge technological tools to streamline loan processesDelivering superior service that simplifies mortgage lending

Experience

Financial Advisor
Primerica
Apr 2024 — Present · Bloomfield Hills, MI, US
My goal is to empower you to make informed financial choices through education and then match you with the right financial solutions – term life insurance, investments, auto & home insurance, and more – that can help you achieve your financial goals. I start with our complimentary Financial Needs Analysis (FNA) to help you better understand where you are now and then offer financial solutions that can help you get on track to a better financial future.

Education

Wayne State University
Master of Business Administration - MBA, International Business

Skills

Digital Strategy
Integrated Marketing
Customer Service
Advertising
Strategic Planning
Project Planning
New Business Development
Direct Marketing
Market Research
Executive Management
Business Planning
Competitive Analysis
Consulting
Start-Ups
Crm
Product Launch
Brand Development
Online Marketing
Product Marketing
Social Media
Product Development
Negotiation
Marketing Management
Sales
Enterprise Software
Email Marketing
Sales Management
Public Relations
Business Strategy
Leadership
Social Media Marketing
Business Development
Digital Marketing
Program Management
Lead Generation
Strategy
E-Commerce
Public Speaking
Account Management
Marketing

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@bit.ly
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Razorpay

Software Development · 4K employees · Bangalore, Karnataka, India

Power your finance, grow your business. Razorpay is India’s first full-stack financial solutions company. We are on a mission to enhance the payment experience of over 300 million end consumers. And in doing so, we aim to enable Indian businesses - big and small - accept payments digitally with minimal effort and maximum ease. Razorpay has grown from being a payment gateway provider to a solutions-driven organization boasting of an extensive products suite to accept and disburse payments as well as raise capital and park money. In a nutshell, we fit into every nook and corner where your business touches money. #OutgrowOrdinary We identify ourselves as disruptors in the digital payments space and our vision is to power the financial ecosystem for other disruptors. Like attracts like and Razorpay actively looks to partner with established companies and startups that have either broken the glass ceiling in their industry or are set to. The Razorpay Product Suite today comprises verticals, along with Payment Gateway, like Payment Links, Payment Pages, Subscriptions, Smart Collect, Route, Razorpay Capital, RazorpayX, Payroll and Thirdwatch. Razorpay was started in 2014 by two IIT Roorkee alumni, Harshil Mathur and Shashank Kumar. Just a short few years later, Razorpay has evolved into a 800-odd strong organization with some of the best talents in the country helping some of the best companies manage their money movement seamlessly. Certified cool We are a bunch of spirited, ambitious and fun folks. And no, we’re not saying this ourselves--leading institutions have recognized Razorpay for the high trust and high-performance culture that we maintain. Our strength lies in the people we are and we go to great lengths to nurture a family of coders, designers, sellers, marketers, analysts, writers, runners, photographers, gamers, tinkerers, and above all, people who are dreamers and doers at the same time. Be a part of our exciting journey.

bit.ly

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Susan Wellman

Experience

Financial Advisor

Education

Wayne State University

Skills

Find verified contacts for anyone on LinkedIn